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How to Create a Dashboard in HubSpot

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Here is a step-by-step tutorial to create a dashboard in HubSpot:

  1. Go to Reporting and Data and select Dashboards.
  2. Click on Create Dashboard.
  3. Choose a template (e.g., Marketing Performance) or start from scratch.
  4. Note what reports are included in the dashboard and only select the ones you need.
  5. Provide a name to your dashboard and set access levels. And finally, hit Create dashboard.
  6. Click on Go to your dashboard when the success prompt comes.
  7. You can drag & drop reports to arrange them and customize their appearance.
  8. If you want to add more data from website traffic, leads, sales, etc to the dashboard, click on the Add reports button on the top right.
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